Contracts - Members Tab

The Members tab will list the users who are able to view the contract. Dependent upon their permissions, may also be able to edit the contract.

The Members tab will display any user(s) added to the contract. Other than the Initiator and the Owner (specified on the Leadsheet), all additional members are assigned:

• Edit
• View or
• Review permissions

All members of the contract will receive the alert email notifications, when amendments are actioned an letting them know of amendments and any alerts created on the Alerts tab.

Access Members Tab

To view the Members tab, select Members. 

Permissions

The initiator of the contract and the specified Owner on the Leadsheet, are automatically included as members with Edit permissions.

All users who can review the contract based on the contract workflow, will automatically be assigned View permissions.

Users who are members of a contract but does not have the View Contracts or Create Contracts role, can only see contracts they are members of.

• Edit - The member is able to edit the contract and make any amendments necessary. Also, able to contribute to the Comments section.
• View - The member with the view permission is only be able to view the contract and attach documents. They will not be allowed to make any changes or leave comments.
• Review - The member with the review permission is only able to review the contract and attach documents. These permissions are added based on the contract workflow. The user will not be allowed to make any changes or leave comments once the contract is Approved. 

Add Members

To add additional members, select +Add Member > a pop-up box will appear > in the User field, select the desired user > in the Permission field, choose the desired permission > select Add. To add additional member, select Add More. 

Once the contract is created, additional members can be added, by amending the contract. For additional information about amendments, refer to help article Amending a Contract.

Once completed, select Continue to proceed forward. To go back to the Documents tab, select Back. Cancel will end all entered contract information, to begin a new contract.